Arrow DWA Balanced C
Arrow Funds Federated Investors Tower Pittsburgh, PA 15222-3779
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Phone: 877-277-6933
| Category: | Moderate Allocation | | Fund Family: | Arrow | | Net Assets: | 89.17M | | Year-to-Date Return: | 10.85% | | Yield: | 0.05% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Aug-06 |
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Harold Bowler Parker
Lead Manager since
07-Aug-06 | | | Parker is joined DWA in August of 1994. He began his investment career with E. F. Hutton & Co. in 1978 as a registered representative. Parker moved to Smith Barney in 1985. Parker worked with Smith Barneys Portfolio Management Program, which provided discretionary institutional portfolio management. He has also authored several original research papers on technical analysis. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks an appropriate balance between long-term capital appreciation and capital preservation. The fund primarily invests in exchange traded funds. Under normal circumstances, it invests at least 25% and no more than 65% of assets in all equity securities, including domestic and international equity securities; at least 25% and no more than 65% of net assets in fixed-income securities of any credit quality, including ETFs that invest in fixed-income securities; and at least 10% and no more than 40% of net assets, including ETFs that invest in alternative assets. The fund is nondiversified. |
| Last Dividend
(30-Dec-08):
| 0.01 | | Last Cap Gain
(6-Dec-07):
| 0.14 | | Annual Holdings Turnover
| 136.00% | | Average for Category:
| 81.32% |
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| Expense | DWATX | Category
Avg | | Total Expense Ratio: | 2.78%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 862 | $631 | | 5 Yr Expense Projection*: |
$ 1,469 | $951 | | 10 Yr Expense Projection*: |
$ 3,109 | $1,858 |
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